Institutional Ownership Welltower Inc. (WELL)
This table provides information about the institutional ownership of Welltower Inc. (WELL). We have compiled data on the 1,409 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
27,183
shares
|
$4.59 Million
0.08% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
27,067
shares
|
$4.57 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
26,519
shares
|
$4.48 Million
1.43% of portfolio
|
Q2 2025
Added 47.11%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
25,832
shares
|
$4.36 Million
0.24% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
25,753
shares
|
$4.35 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
25,639
shares
|
$4.33 Million
0.81% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
25,545
shares
|
$4.31 Million
0.04% of portfolio
|
Q2 2025
Reduced 91.0%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Aug 14, 2025 Q2 2025 |
25,500
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2023
Reduced 30.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
25,457
shares
|
$4.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
25,249
shares
|
$4.26 Million
0.75% of portfolio
|
Q2 2025
Added 51428.57%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
25,159
shares
|
$4.25 Million
0.2% of portfolio
|
Q2 2025
Added 6.16%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
25,099
shares
|
$4.24 Million
0.07% of portfolio
|
Q3 2022
Added 2.22%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
24,971
shares
|
$4.22 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
24,835
shares
|
$4.19 Million
0.09% of portfolio
|
Q2 2025
Added 204.39%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
24,705
shares
|
$4.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.01%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
24,523
shares
|
$4.14 Million
0.84% of portfolio
|
Q2 2025
Added 100.32%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
24,512
shares
|
$4.14 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
24,294
shares
|
$4.1 Million
0.43% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
24,166
shares
|
$4.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
24,136
shares
|
$4.08 Million
0.16% of portfolio
|
Q2 2025
Added 1457.16%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
24,044
shares
|
$4.06 Million
0.04% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
24,040
shares
|
$4.06 Million
2.01% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
24,035
shares
|
$4.06 Million
0.04% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Lincluden Management LTD
Mississauga, A6 |
Jul 25, 2025 Q2 2025 |
23,650
shares
|
$3.99 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
23,118
shares
|
$3.9 Million
0.03% of portfolio
|
Q2 2025
Added 5.61%
|